Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we’re taking a different approach. Instead of focusing on individual companies, we’re pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.
Key Moments:
01:51 Lenders' insights and trends
06:41 Retail REIT earnings highlights
11:51 Office sector analysis
18:18 Industrial sector developments
26:30 Multifamily sector review
31:15 Brokerages and asset managers outlook
41:13 Overarching takeaways
Resources Mentioned:
Email us: altusresearch@altusgroup.com
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